Social Media Audit

Complete the Form to Elevate Your Marketing Strategy with a Simple Audit.

A NEW ERA IN INCOME

Our pioneering income-first investment approach allows our advisors to thrive by better serving their clients and constantly attracting new ones.

Beyond just portfolio management, we provide:

meticulous compliance services
detailed operational support
extensive programs to help elevate your business

But what truly sets us apart is our unwavering commitment to digital excellence.

Do you know where your site ranks on Google? First, second, or third page?

What about your social media? Are your clients able to easily find – and connect with you? Don’t lose another client to your poor digital presence.

We’re not just a solution. We’re your partner.

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Name(Required)

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Social media handles

Please list any information that can help us with the audit(Required)

AUM?(Required)

0-100M

100M-300M

300M+

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Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Strategies, LLC claims compliance with the Global Investment Performance Standards (GIPS^®). GIPS^® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS^® report an/or our firm’s list of composite/pooled fund descriptions please email your request to info@soundincomestrategies.com